MWP
PXH icon

Moller Wealth Partners’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Moller Wealth Partners’s Portfolio PXH Stock Details PXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-14,847
Closed -$284K – 42
2013
Q2 		$284K Buy
+14,847
New +$311K 0.21% 40

Other funds holding PXH

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RA
Research Affiliates Newport Beach, California $160M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Moller Wealth Partners's PXH Position: Q3 2013 in Review

Moller Wealth Partners sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q3 2013, closing a stake of 14,847 shares — an estimated $284K sold.

Moller Wealth Partners first reported a position in PXH in Q2 2013 and held it in 1 quarter. The position peaked at $284K in Q2 2013. 44 funds tracked by Wall St. Rank hold PXH as of Q3 2013.

  • Moller Wealth Partners reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q3 2013 after selling out during the quarter.
  • Moller Wealth Partners sold 14,847 Invesco FTSE RAFI Emerging Markets ETF shares in Q3 2013, an estimated $284K.
  • Moller Wealth Partners first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q2 2013 and held it in 1 quarter.
  • Moller Wealth Partners's Invesco FTSE RAFI Emerging Markets ETF position peaked at $284K in Q2 2013.
  • 44 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q3 2013.

Based on Moller Wealth Partners's 13F filing for Q3 2013, filed 13 Nov 2013.